Key Skills

Freelancer Overview

With over a decade of experience in wealth management and financial planning, I have developed a strong expertise in leveraging AI-driven insights and digital tools to enhance decision-making and client outcomes. My background includes integrating advanced financial software and analytics platforms such as eMoney Advisor, MoneyGuidePro, Morningstar Direct, and BlackRock Aladdin to support data-driven portfolio management and performance optimization. I am highly skilled in managing and annotating complex financial datasets, ensuring data accuracy and quality for AI training purposes in the finance domain. My experience with CRM platforms like Salesforce and Redtail, combined with a deep understanding of multi-asset portfolio construction and tax optimization, allows me to contribute valuable domain expertise to data labeling and AI model training initiatives, particularly within financial services and investment analytics.

Labeling Experience

Education

Work History